Coldstream Wealth Management
Jake Karavias is a skilled professional with experience in the financial and accounting sectors. Currently serving as a Client Service Associate at Coldstream Wealth Management since June 2022, Jake has previously held the position of Assistant Processor at Fairway Independent Mortgage Corporation from September 2020 to March 2022. Earlier in the career, Jake gained valuable experience as an Accounting Intern at The Finest Accessories, Inc., where responsibilities included managing bill payments and overseeing the processing of over 200 packages daily. Jake holds a Bachelor of Business Administration from Washington State University, completed in 2020, and is a graduate of Mount Si High School.
Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”